PlannerFees

Tortuga Wealth Management fees and pricing

Financial planner in Torrance, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 13, 2026, Tortuga Wealth Management charges $1,000 an hour and a flat or project fee of $20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$1,000/hr
“The maximum hourly fee to be charged will not exceed $1,000.”
Flat or project fee
$20,000
“Flat fees will not exceed $20,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tortuga Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Upon receipt of your notice of termination, LPL will process a pro-rata refund of the unearned portion of the advisory fees charged in advance at the beginning of the quarter.”
  • “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Tortuga Wealth Management’s fees compare

  • Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
  • 9 of the 9 other planners in Torrance that publish an hourly rate charge less.
  • Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Torrance that publish a flat or project fee charge less.

About Tortuga Wealth Management

“Our firm provides a variety of standalone financial planning and consulting services to clients for the management of financial resources based upon an analysis of current situation, goals, and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Minimum
$10,000 in assets (stated in brochure)
Clients
354
Employees
4
Works with
High net worth individuals and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$222,882,492
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
153737
Website
tortugawealth.com (opens in new tab)
Phone
(310) 935-0275

Can advise clients in 6 states: Arizona, California, Illinois, Louisiana, Texas, Virginia

Other planners in Torrance that publish fees

Compare all 15 planners in Torrance

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